Grant Policies and Procedures

A. Geographic Limitations:

   

The Foundation welcomes grant requests from (otherwise) eligible tax-exempt organizations under Internal Revenue Code Section 501(c)(3) and Section 509(a) located and/or operating within the Florida Counties or Orange, Seminole, Osceola, Lake and Brevard Counties, Florida.

B. General Purposes:

1. Based on policy resolutions adopted by Members of the Corporation and the Board of Directors of the VNA Foundation, Inc., this Foundation is operated to:   (i) provide support to charitable tax-exempt community related activities that will benefit home health care services and care for the elderly and infirm;  (ii) to provide assistance to indigent patients or clients of home health care products or other health care services;  (iii) to provide relief to the poor and needy in society, and (iv) to promote an awareness of good health care to the public on a charitable basis.

Special consideration will be given to distributions and grants to charitable and educational organizations which are organized and operated to help underprivileged or needy people to improve themselves or to relieve human suffering.

2. Typically, Grants will range from $5,000 to $50,000. In order to consider more grants, 50% are on challenge or match basis.

3. Grants larger than $50,000 are typically spread over 2 or 3 years, installment payments, often on a challenge match basis.

C. Grant Policy Limitations

The foundation will deny requests (as adopted by our Board of Directors):

1.   “For alcoholism or drug abuse programs or facilities;

2. “To pay off deficits or pre-existing debt;

3. “For foreign organization or for foreign expenditures.  Tor this purpose ‘foreign’ means outside the United States, or its territories and possessions, whether the organization itself is U.S. based or foreign based.

4. “For travel projects or fellowships;

5. “For chiefly church, sacramental, denominational or inter-denominational purposes, except outreach projects for elderly, indigent, needy, youth or homeless regardless of belief, race, color, creed or sex.

6. “For endowment funds or other purely revenue generating funds;

7. “Advocacy organizations or advocacy component funding;

8. "From organizations having receipts or revenues from memberships and/or contributions of less than $25,000 in the previous year, or from any organization whose internal Revenue Code section 509(a) 'publicly supported' status will need renewal in the next six (6) months."

D. Grant Request Procedures:

    1.

    A letter of inquiry stating the amount sought and purpose of the grant, and nature of the organization should be mailed to the VNA Foundation, Inc.

    We cannot accept facsimile transmissions.

    2. A partially completed or completed grant request contrary to policy or negative precedents, will either be denied or submitted to the Executive Committee or the Grants Committee for an indication of special interest. In most instances, the decision is in the form of an early denial of the grant request.
    3. On each completed grant request (other than requests having a policy questions), we may conduct a fields review (site visit) by one or more Officers or Directors of the Foundation before presenting the grant request to the Grants Committee and Board of Directors for action. The field review includes a conference with the organization’s professional staff involved in the request, one or more of its Board of Directors or Trustees, appropriate accounting personnel of the organizations, as well as a review of actual operations.
    4.

    After the field review, completed requests are presented to the Grants Committee and then to t he Board of Directors for grants review, committee meetings and other businesses. Affirmative grant offer letters are issued immediately following the Board meeting. You are asked to accept the grant terms, including our “General Terms and Conditions,” a copy of which is attached to the grant, you should be prepared to meet the deadlines specified in the grant letter, within which to certify the match to us, including a list of matching donors and contributions, and other data (such as whether “new or “increased”).

E. Grantee Reporting Requirements - Post-Grant Audits:

 

 

Annually, Grantees are requested to provide the Foundation with a relatively short formprogress report.When the grant funds have been fully spent, a final report is required which contains a list of the disbursements of the grant balanced against the grant budget, together with an evaluation of the results of the grant. New grant requests will not be processed by the Foundation until the final report has been filed on any prior grant. The Foundation, from time-to-time, conducts post-review audits of previously completed grants. This is primarily for the purpose of assisting the Foundation in establishing its own grant policies as well as to review the stewardship of the grant funds by the Grantee.

F. Reapplications:

    In case a grant is denied, reapplication on the same grant request ordinarily will not be considered within the same or later fiscal year or this Foundation (ending December 31st).

  Reapplications on a denied request ordinarily are not encouraged.

However, unless the organization is not eligible for tax or policy reasons, denial of a grant request is without prejudice to your submitting other requests on different projects or on other subjects within the same or later fiscal years of this Foundation.

G. Submission of Requests:

Grant requests are to be received by May 31st.

      The Foundation will not accept proposals by facsimile. Transmittal of proposals by facsimile will not be acknowledged or considered having met the deadline.

      Grant requests are reviewed in the date order filed, so early filling is encouraged. Call the Foundation office (Telephone number: 407/523-8889) to check on the status of your proposal.

H. Office Conferences:

Please phone in advance for appointments. Much can be done by telephone rather than travel. An office conference is welcomed on a draft request or on filing a complete request. Fir you have any questions, please feel free to call our office.

I. Grant Request Outline:

Grant requests should follow carefully our Outline of Grant Request Requirements. This is a separate outline sent to you with this Policy Statement. Simple sentences, short answers and use of attachments or exhibits already available are encouraged.

      We require two (2) sets of the Grant Request. Deliver or mail to:
                 
  VNA Foundation, Inc.
  1912-B Lee Road, Suite 5C
Orlando, FL 32810

Telephone:      (407) 523-8889

Exhibit A - General Terms and Conditions

The total amount of this grant, or of any payment thereof, may be discontinued, modified or withheld at any time when, in the judgment of the VNA Foundation, Inc. such action is necessary to comply with the requirements of law, or to comply with the requirements of Internal Revenue laws, regulations or rulings.

This grant and notice of approval are also subject to your performance of the following terms and conditions:

  1. That a progress report be filed, at least, annually, starting what is being accomplished by the grant funds.
  1. That at the request of the Foundation, but to be filed with the Foundation at least at the end of the grant, whether requested or not, complete financial details of your administration of the grant including a statement showing the actual disbursements made and the persons to whom such disbursements were paid, and that such payments were made for the purposes of the grant. Any portion of the grant which is not used for the designated program shall be repaid to the VNA Foundation, Inc. The  Foundation may require the reports be certified by a firm of Certified Public Accountants of your selection.
  1. Upon completion of the grant, to provide VNA Foundation, Inc. with a summary final accounting of the grant meeting the requirements of paragraph 2 above.
  1. That your organization consents that representatives of VNA Foundation, Inc. may have complete access to your files and records for the purpose of making such financial audits, verifications, and investigations as it deems necessary with reference to the grant.
  1. Upon completion of the grant, a report of the activities carried on under the grant, careful evaluation thereof, and a summary of results obtained.

The foregoing terms and conditions are intended to help us satisfy the requirements of the most current Tax Reform and Relief Act. Revisions of these terms may be necessitated from time to time to meet the requirements of the Internal Revenue Code, regulations or tax rulings, or other requirements of law.

The VNA Foundation, Inc. will expect to receive from you an acknowledgement of your acceptance of this grant and of the foregoing conditions prior to disbursements of any funds.